Investment Counsellor
HSBC
Date: 7 hours ago
City: Davao
Contract type: Full time

Description - External
Some Careers Have More Impact Than Others.
If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.
International Wealth and Premier Banking (IWPB) provides a leading premium proposition through Premier Banking and, together with our Private Bank, are present across the world’s most important markets, booking centres, and corridors most valued by our clients. Our wealth offering is further enhanced through our best-in-class manufacturing capabilities in Asset Management and Insurance. HSBC Private Banking helps high net worth and ultra-high net worth clients manage, grow, and preserve their wealth for generations to come. Our network of global experts helps clients access investment opportunities around the world, plan for future with wealth and succession planning, manage their portfolio with tailored solutions, and find the right support for their philanthropy.
We are currently seeking a high calibre professional to join our team as an Investment Counsellor.
Principal Responsibilities
In this role you will:
To be successful you will need:
Opening up a world of opportunity
www.hsbc.com/careers
HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.
Issued by The Hongkong and Shanghai Banking Corporation Limited.
Some Careers Have More Impact Than Others.
If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.
International Wealth and Premier Banking (IWPB) provides a leading premium proposition through Premier Banking and, together with our Private Bank, are present across the world’s most important markets, booking centres, and corridors most valued by our clients. Our wealth offering is further enhanced through our best-in-class manufacturing capabilities in Asset Management and Insurance. HSBC Private Banking helps high net worth and ultra-high net worth clients manage, grow, and preserve their wealth for generations to come. Our network of global experts helps clients access investment opportunities around the world, plan for future with wealth and succession planning, manage their portfolio with tailored solutions, and find the right support for their philanthropy.
We are currently seeking a high calibre professional to join our team as an Investment Counsellor.
Principal Responsibilities
In this role you will:
- Provide investment support, education and guidance to clients, prospects and Relationship Managers
- Assess client need, experience, expectations and risk tolerance
- Deliver CIO (Chief Investment Office) market updates and house views on timely basis and provide clear tactical strategy to Relationship Managers to enhance their functional competencies & professionalism. Develop comprehensive investment strategy and asset allocation appropriate to clients.
- Coordinate execution of investment strategy with appropriate products and services
- Monitor client portfolios for performance, appropriateness and opportunity
- Provide updates on investment insights to clients / prospects and Relationship Managers
- Provide input and support for the development of new business initiatives and product enhancement
- Identify and communicate issues or limitations related to product, platform, operations, systems or pricing
To be successful you will need:
- Proven track record in investment advisory and/or investment sales in private wealth management, asset management, sell side or buy side
- Knowledge of private banking business onshore and/or offshore
- Knowledge of competitive and regulatory environment
- Client focused, with strong sales, analytic, technical, teamwork and relationship building skills
- Strong negotiation, complex problem resolution, communication and presentation skills
- Sound judgment, keen sense of urgency, and high level of professional and personal integrity
Opening up a world of opportunity
www.hsbc.com/careers
HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.
Issued by The Hongkong and Shanghai Banking Corporation Limited.
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